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Roger Cass Gibson

Gibson Capital, LLC

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About Roger Cass Gibson

Roger Cass Gibson is a financial advisor with over 30 years of experience in the financial services industry. Roger is currently registered with Gibson Capital, LLC as an Investment Advisor Representative. Gibson Capital, LLC provides financial planning and portfolio management services for individuals, businesses, and charitable organizations. Roger has a deep understanding of the financial markets and has a proven track record of helping clients achieve their financial goals. Prior to joining Gibson Capital, LLC, Roger held positions at Allegheny Investments, LTD., GIBSON INVESTMENTS, LTD, and Financial Estate Planning.

Firm Information

Roger Gibson is currently registered with Gibson Capital, LLC. Gibson Capital, LLC is an investment advisor headquartered in Wexford, PA. They provide financial planning, portfolio management for individuals and businesses, and have $2.43 billion in regulatory assets under management. They serve a diverse clientele including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals.
Gibson Capital, LLC

6600 BROOKTREE COURT

WEXFORD, PA 15090

$2.43B

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Roger Gibson’s Registration & Firm History

PA

01/22/2009 - Present

Gibson Capital, LLC (WEXFORD PA)

PA

11/24/1993 - 07/21/2000

GIBSON INVESTMENTS, LTD (PITTSBURGH PA)

PA

07/20/1979 - 12/18/1993

ALLEGHENY INVESTMENTS, LTD. (PITTSBURGH PA)

NA

12/05/1977 - 08/16/1979

FINANCIAL ESTATE PLANNING

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Licenses & Designations

BC

Issued 04/20/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/07/1982

Series 24 - General Securities Principal Examination

BC

Issued 11/19/1977

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Roger Cass Gibson.
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